AIMS - ETF AI Analysis
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Acuitas Small Cap Active ETF (AIMS)
AIMS, the Acuitas Small Cap Active ETF, has a solid overall rating driven largely by strong, growing companies like Palomar Holdings, which combines robust revenue growth with a positive technical outlook, and UFP Technologies, which benefits from attractive opportunities in the medical device market. These strengths are partly offset by holdings such as Covenant Logistics Group, where profitability and cash flow challenges create a more cautious outlook. The main risk factor is the fund’s focus on smaller companies, which can face more volatility and operational issues even when growth prospects look promising.
AIMS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 84.74M
- Region
- North America
- Expense Ratio
- 0.75%
- Beta
- 0.77
- Issuer
- Acuitas
- Inception Date
- Feb 09, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
AIMS Summary
Acuitas Small Cap Active ETF (AIMS) is an actively managed fund that focuses on smaller U.S. companies, aiming for long-term growth while trying to smooth out some of the ups and downs common in small stocks. It doesn’t track a set index, but instead uses several professional managers to pick a wide mix of businesses across many sectors, including health care, technology, and financials. Well-known holdings include Ligand Pharma and PDF Solutions. Investors might consider AIMS to add growth and diversification beyond large, well-known companies. However, because it invests in small stocks, its price can still rise and fall sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.75%, which means you’ll pay about $7.50 per year for every $1,000 you invest. That’s higher than the cost of many index (passive) ETFs because this fund is actively managed, with professional managers researching and selecting small-cap stocks for you.
What would affect this ETF?
This ETF could benefit if the U.S. economy stays healthy, as small U.S. companies in areas like technology, industrials, and financials often grow faster when business spending, innovation, and consumer demand are strong, giving its active managers more chances to find winners. On the other hand, a weaker economy, rising interest rates, or tighter financial conditions could hurt small caps and banks in particular, and the fund’s focus on smaller, more volatile companies means it may fall more than the overall market during market stress.
AIMS Top 10 Holdings
AIMS is leaning on a mix of nimble U.S. small caps, with health care and tech names doing much of the heavy lifting. MedTech player UFP Technologies has been steadily rising, while Ligand Pharma and PDF Solutions add punch with longer‑term gains despite some recent choppiness. On the flip side, Triumph Financial and Covenant Logistics have been lagging, acting like small anchors on the portfolio, and Iradimed’s mixed pattern hasn’t helped much. Overall, the fund is broadly diversified across sectors, but its story is driven by specialized health care, tech, and packaging names in the U.S. market.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 LGND | Ligand Pharma | 1.76% | $1.50M | $6.43B | 72.54% | 60Neutral |
 PDFS | PDF Solutions | 1.33% | $1.13M | $1.73B | 40.51% | 69Neutral |
 TFIN | Triumph Financial | 1.28% | $1.09M | $1.49B | 13.63% | 67Neutral |
 UFPT | Ufp Technologies | 1.18% | $998.10K | $2.20B | 53.55% | 75Outperform |
 PLMR | Palomar Holdings | 1.10% | $934.13K | $3.69B | 24.73% | 83Outperform |
 IRMD | Iradimed | 1.11% | $939.45K | $980.51M | 0.34% | 78Outperform |
 MCB | Metropolitan Bank Holding | 1.07% | $907.21K | $1.17B | 43.26% | 74Outperform |
 BFST | Business First Bancshares | 0.96% | $812.61K | $1.03B | 29.58% | 76Outperform |
 CVLG | Covenant Logistics Group | 0.93% | $786.35K | $784.68M | 56.16% | 64Neutral |
AIMS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AIMS, the sentiment is Negative. The current price of 26.93 is above the 20-day moving average (MA) of 26.90, below the 50-day MA of 27.33, and compared to the 200-day MA of , indicating a neutral trend. The MACD of -0.09 indicates Negative momentum. The RSI at 47.55 is Neutral, neither overbought nor oversold. The STOCH value of 77.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AIMS.
AIMS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| AIMS | $26.93 | $29.00(7.71% Upside) | $84.74M | 0.75% | 65Neutral |
 RUSC | $36.75 | $49.51(34.72% Upside) | $85.25M | 0.64% | 64Neutral |
 SYZ | $29.36 | $36.87(25.57% Upside) | $63.23M | 0.61% | 66Neutral |
 ESSC | $28.85 | $38.17(32.30% Upside) | $34.73M | 0.49% | 66Neutral |
 FTKI | $19.52 | $23.21(18.92% Upside) | $25.61M | 0.86% | 63Neutral |
 ALIL | $29.95 | $36.41(21.57% Upside) | $22.86M | 0.74% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AIMS | Acuitas Small Cap Active ETF | 26.93 | 1.75 | 6.93% | |
| RUSC | US Small Cap Equity Active ETF | 36.75 | 6.32 | 20.75% | |
| SYZ | Lazard US Systematic Small Cap Equity ETF | 29.36 | 5.08 | 20.93% | |
| ESSC | Eventide Small Cap ETF | 28.85 | 3.77 | 15.02% | |
| FTKI | First Trust Small Cap BuyWrite Income ETF | 19.52 | 3.18 | 19.45% | |
| ALIL | Argent Focused Small Cap ETF | 29.95 | 1.43 | 5.00% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.